Get started with Finocket
Sign up, finish the onboarding wizard, add your first client and send your first invoice — in under ten minutes.
Welcome. This walk-through covers signup → onboarding → first client → first invoice → first payment. Ten minutes and your books are live.
1. Sign up
Open the sign-up page, enter your email and pick a password. If Supabase email confirmation is on for your workspace, verify your email first. Otherwise you land straight on the onboarding wizard.
2. Finish the onboarding wizard
Six steps — only the first (name + business name) is required. The rest can be skipped and completed later from Profile → Business:
- Business identity — legal name, trade name, business type (proprietor / partnership / LLP / private-limited), industry.
- Tax setup — GSTIN + PAN. Both are checksum-validated as you type. A valid GSTIN pre-fills your state and derives your PAN. Pick composition scheme if you're a small business under ₹1.5 Cr turnover.
- Address + contact — full postal address, business phone, business email. Your browser's autofill helps here.
- Bank details — IFSC auto-fills your bank name. Account number, UPI VPA, SWIFT for exports.
- Sales channels — Direct B2B / B2C, Amazon, Flipkart, Meesho and the quick-commerce apps. What you tick drives which integrations Finocket will highlight later.
- Turnover + licences — pick an annual turnover slab. Finocket warns you if composition scheme would suit you better.
3. Add your first client
From the dashboard, tap the + button (or press P) → Add client. Only the name is required — everything else can be added later. Enter a GSTIN and Finocket validates it and auto-fills the client's tax state.
4. Create your first invoice
Invoices → New. Pick the client, add at least one line item, save. Finocket assigns the next invoice number from your series, computes CGST/SGST/IGST automatically based on your and the client's state, and gives you the PDF preview. Share the PDF via WhatsApp or email — every INR PDF carries a UPI QR so clients can pay from their phone.
5. Record your first payment
When the client pays, tap the + button → Add payment (or press E is wrong — it's P for the shortcut). Pick the client; Finocket shows every unpaid invoice for them under Against invoice. Pick the invoice — the amount pre-fills to the invoice total. Save, and the invoice flips topaid.
If your client withheld TDS at source (which they do for services under section 194J), turn on Client deducted TDS?, pick the section (194J for professional fees), and Finocket suggests 10% of the gross. The invoice still marks as fully paid at the gross amount so your outstanding never shows the wrong number.
Where to go next
- Clients & invoices — every document type, series numbering, credit notes.
- Expenses & ITC — how input tax credit is captured.
- Reports & GST filings — GSTR-1, 3B, 8, Hand-to-CA ZIP.
- Connect Amazon — if you sell online.
- Invite your CA — read-only workspace access.